See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,688 | $166,020-76.1% | $164,866-75.9% | $145,959-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 100.08%-86.4pp | 69.97%-56.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,423 | $5,275-35.1% | $4,343-21.2% | $4,661-26.6% |
| Participant deferral / active EE | $10,580 | $6,961+52.0% | $6,033+75.4% | $6,689+58.2% |
| Admin fee / account holder | $133 | $16,644-99.2% | $12,689-98.9% | $13,398-99.0% |